Berman Capital Advisors’s Patterson-UTI PTEN Stock Holding History

Berman Capital Advisors’s Portfolio PTEN Stock Details PTEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$56K	Buy	6,259 +3,734	+148%	+$30.2K	0.01%	634
2021 Q2	$25K	Buy	2,525 +255	+11%	+$2.16K	﹤0.01%	828
2021 Q1	$16K	Hold	2,270	–	–	﹤0.01%	870
2020 Q4	$11K	Hold	2,270	–	–	﹤0.01%	895
2020 Q3	$6K	Hold	2,270	–	–	﹤0.01%	981
2020 Q2	$7K	Sell	2,270 -88	-4%	-$303	﹤0.01%	895
2020 Q1	$5K	Buy	+2,358	New	+$15.3K	﹤0.01%	897
2019 Q3	–	Sell	-377	Closed	-$4K	–	1549
2019 Q2	$4K	Hold	377	–	–	﹤0.01%	1030
2019 Q1	$5K	Sell	377 -75	-17%	-$984	﹤0.01%	871
2018 Q4	$3K	Buy	+452	New	+$6.66K	﹤0.01%	812

Other funds holding PTEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JIM

JB Investments Management Phoenixville, Pennsylvania $763M AUM 110.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KBG

Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

Berman Capital Advisors's PTEN Position: Q3 2021 in Review

Berman Capital Advisors increased its Patterson-UTI (PTEN) stake by 148% in Q3 2021, buying an estimated $30.2K and bringing the position to 6,259 shares worth $56K. The position accounts for 0.01% of the portfolio, ranked #634.

Berman Capital Advisors first reported a position in PTEN in Q4 2018 and has held it in 10 quarters since. 215 funds tracked by Wall St. Rank hold PTEN as of Q3 2021.

Berman Capital Advisors held 6,259 shares of Patterson-UTI worth $56K as of Q3 2021.
Berman Capital Advisors bought 3,734 Patterson-UTI shares in Q3 2021, an estimated $30.2K.
Patterson-UTI made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #634 holding.
Berman Capital Advisors first reported a position in Patterson-UTI in Q4 2018 and has held it in 10 quarters since.
215 funds tracked by Wall St. Rank held Patterson-UTI as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.